Managing Multiple Business Locations in Your CRM
Overview
This guide explains how to manage multiple business locations from a single CRM sub-account. This feature is designed for agencies and businesses with several locations, allowing you to control all listings from a central dashboard, make bulk updates, and track performance efficiently.
Key Features and Benefits
Centralized Management
Manage all your business locations from one unified dashboard. Each location can share core business information while maintaining its own specific details, such as address and services offered.
Bulk Editing
Save time by updating information across multiple locations at once. You can modify common fields like addresses, business categories, or service lists for several locations in a single action.
Performance Tracking
View performance metrics for all your locations in one place. This consolidated view helps you quickly assess how each location is performing and identify areas for improvement.
How to Use Multi-Location Management
Creating a New Location Listing
To add a new business location, click the Create Listing button. A form will appear with fields for the location's details. After filling out the form, the new listing will appear immediately on your main dashboard.
Using the Central Dashboard
The dashboard provides an overview of all your location listings. Each location is represented by a card that provides quick access to actions like editing the listing's details or removing it.
Editing Listings in Bulk
You can edit multiple listings simultaneously. First, select the checkboxes for the locations you want to update. Then, choose the specific fields you wish to change for all selected listings. A preview screen will allow you to review the changes before confirming them. The system will notify you once the bulk update is complete.
Why This Feature is Useful
This tool eliminates the need to manage each location individually, saving you significant time and effort. It helps maintain consistent branding and information across all your listings while providing the flexibility to customize details for specific locations. The integrated analytics empower you to make strategic decisions based on comprehensive performance data.